SA Opportunity Hygiene
SA Opportunity Hygiene
Sales Force Technical Recording Requirements
- Validate that for the accounts you are working on, you are set as the Solutions Architect.
- Validate that for the opportunities you are working on, you are set as the Primary Solutions Architect.
- Update your SA Next Steps in the Opportunities you are working on, in the current Quarter.
- Ensure that for opportunities in Tech Eval (Stage 3), that you have set the SA Validated Tech Eval Start Date once you have begun engaging with a prospect or customer on an explicit solution evaluation.
- Ensure you have created a corresponding POV object in Salesforce, if you log POV related activities.
- Ensure that for opportunities with completed Tech Eval you have set the SA Validated Tech Eval End Date, Closed Status & Closed Details.
- NEW Record the Technical Health and Feasibility ratings on your opportunities to be discussed during your 1:1’s.
Catch up on your SA Activities
- Capture activities with customers via Rattle
- Check in Slack if opportunities from your AE were moved to Stage 3 without your knowledge in #rattle-activities-east|west-sa*. Rattle Boards can be used to make these checks much easier. Channels to request support: #rattle-users
- Check opportunities for duplicates / merged - To ensure your recorded activities flow into the new opportunity, the old opportunity must have either a “Merged Opportunity” or “Duplicate Opportunity” field filled in, pointing to the new opportunity.
Review your Customer Success Plans
- From Stage 2, ensure you have created a Customer Succes Plan for all opportunities that require a CSP and add the url to the opportunity
- Fronm Stage 2/3, in your Customer Success Plan, make a note to inform the customer of Professional Services and Success Tiers offerings. Work with your AE, as well as your existing CSA or Success tiers manager on this.
- By Stage 4, ensure you have reviewed the CSP with the customer and mark the plan as accepted on the opportunity in salesforce
- Prepare for Opportunity/ Customer Success Plan Consults you have to attend this week.
Catch up on your Enablement
- Catchup/review any missed relevant meetings or enablement sessions and notes
Last modified February 27, 2025: Added SA Opportunity Hygiene Page (
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